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Strategies & Market Trends : Burryology

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To: ndxcharm who wrote (44)	11/24/2025 12:59:28 PM
From: Sean Collett	Read Replies (1) of 46

Will be interesting. I did a quick dive on $AMZN today and in 2019 SBC was 17.82% of CFO and 2.4% of sales and in their 2024 10-K it is now 19% of CFO and 3.5% of sales. If you look at 2024 the FCF was $32,878M BUT if you don't add SBC back in then it was $10,867M so the SBC does distort a lot. On the useful life topic it's interesting to observe $AMZN CAPEX/Sales was 6% in 2019 and now is 13% meanwhile D&A as a % of EBITDA has gone from 59.98% to $43.49%. Look forward to what Dr. Burry has to say. -Sean

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